Giving Physician-Focused Financial Advice with Lauren Oschman

In today’s episode, Tommy talks with Lauren Oschman, Partner and CEO at Vestia Personal Wealth Advisors. 
Lauren knows the value and implications of being a medical doctor on the frontlines. She has seen this early on, as her father is also a cardiologist. After graduating from university, she started a physician-focused advisor firm, where she helps practitioners navigate their finances.
Lauren talks with Tommy about the financial uncertainties physicians and other medical experts are facing, the best approaches when dealing with those issues, and the need for thorough advisor-client communication.
“What we're providing is really that family CFO, that ‘financial first assist’. Every surgeon has their first assist in surgery—that's what we're doing on the financial side. You pick up the phone, you text us. It's not just me. It's a whole team of people and we're on it. That's what we're here to do.” - Lauren Oschman

Main Takeaways 

Physicians' insurance premiums are one of the most expensive premiums that exist, even if they vary from state to state. The current lawsuit system makes it difficult for health professionals to practice their expertise freely.

It's normal to fear failure when you're going after your goals. However, you can’t let it control you.

You don’t have to go through every door of opportunity that opens up. Always make sure your talents will be of value and that there is room for you to grow and achieve your goals.

The best advisors not only assist in creating insurance and retirement plans for health professionals, but also give guidance and peace of mind.

Links

Lauren Oschman on LinkedIn

Vestia Personal Wealth Advisors

West Virginia University

Vanderbilt University

Vanderbilt Commodores

James Franklin

USA Wrestling magazine

Beyond The Ordinary 02: How to Identify a Great Founding Team with Mark Mullen

Beyond The Ordinary 01: How Adaptive Education Can Change the World with Navid Nathoo

Learn more about Mammoth Scientific's Health & Tech Fund 1
When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc.
Visit Mammoth.vc today!

Connect with our host

Mammoth

Tommy on LinkedIn

Subscribe and stay in touch

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Spotify

Google Podcasts

In today’s episode, Tommy talks with Lauren Oschman, Partner and CEO at Vestia Personal Wealth Advisors. 

Lauren knows the value and implications of being a medical doctor on the frontlines. She has seen this early on, as her father is also a cardiologist. After graduating from university, she started a physician-focused advisor firm, where she helps practitioners navigate their finances.

Lauren talks with Tommy about the financial uncertainties physicians and other medical experts are facing, the best approaches when dealing with those issues, and the need for thorough advisor-client communication.

“What we're providing is really that family CFO, that ‘financial first assist’. Every surgeon has their first assist in surgery—that's what we're doing on the financial side. You pick up the phone, you text us. It's not just me. It's a whole team of people and we're on it. That's what we're here to do.” - Lauren Oschman

Main Takeaways 

Physicians' insurance premiums are one of the most expensive premiums that exist, even if they vary from state to state. The current lawsuit system makes it difficult for health professionals to practice their expertise freely.
It's normal to fear failure when you're going after your goals. However, you can’t let it control you.
You don’t have to go through every door of opportunity that opens up. Always make sure your talents will be of value and that there is room for you to grow and achieve your goals.
The best advisors not only assist in creating insurance and retirement plans for health professionals, but also give guidance and peace of mind.

Links

Lauren Oschman on LinkedIn
Vestia Personal Wealth Advisors
West Virginia University
Vanderbilt University
Vanderbilt Commodores
James Franklin
USA Wrestling magazine
Beyond The Ordinary 02: How to Identify a Great Founding Team with Mark Mullen
Beyond The Ordinary 01: How Adaptive Education Can Change the World with Navid Nathoo

Learn more about Mammoth Scientific's Health & Tech Fund 1

When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc.

Visit Mammoth.vc today!

Connect with our host

Mammoth
Tommy on LinkedIn

Subscribe and stay in touch

Apple Podcasts
Spotify
Google Podcasts